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Hanlon Investment Management’s Terex TEX Stock Holding History

Hanlon Investment Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,303
Closed -$401K – 188
2024
Q2 		$401K Buy
7,303
+790
+12% +$46.9K 0.12% 106
2024
Q1 		$419K Buy
6,513
+1,522
+30% +$89.3K 0.13% 97
2023
Q4 		$287K Sell
4,991
-942
-16% -$48.7K 0.09% 114
2023
Q3 		$342K Buy
5,933
+757
+15% +$45.1K 0.1% 109
2023
Q2 		$310K Buy
5,176
+89
+2% +$4.42K 0.09% 111
2023
Q1 		$246K Buy
+5,087
New +$260K 0.07% 115

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Hanlon Investment Management's TEX Position: Q3 2024 in Review

Hanlon Investment Management sold out of Terex (TEX) in Q3 2024, closing a stake of 7,303 shares — an estimated $401K sold.

Hanlon Investment Management first reported a position in TEX in Q1 2023 and held it in 6 quarters. The position peaked at $419K in Q1 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Hanlon Investment Management reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Hanlon Investment Management sold 7,303 Terex shares in Q3 2024, an estimated $401K.
  • Hanlon Investment Management first reported a position in Terex in Q1 2023 and held it in 6 quarters.
  • Hanlon Investment Management's Terex position peaked at $419K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Hanlon Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.